Budget Entry
This article shows managers how to access the Budget Entry feature on Decision Logic’s platform.
Site Menu Navigation
Maintenance > Active Budget Control > Budget Entry
Purpose & Common Uses
To enter budget amounts by store. These amounts will be used in the Budget Report.
A Budget Entry Template can be requested from our Decision Logic Service Center to bulk upload budget amounts.
Please include the stores and date range when requesting the template.
This page is most commonly used for:
Entering budgeted amounts by store.
Edits or revisions to entered budget amounts.
Processing Budget (Aggregation).
Table of Contents
For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.
Unable to access this feature in the Decision Logic platform?
Contact your Decision Logic Administrator to make Scope and Security adjustments to your user profile or add new features.
Some pages are client-specific.
How to Use This Page
Budget field amounts are entered per individual store.
Select Budget Entry Parameters
Select company, region, area, and store.
Selected the Report to enter amounts for dropdown.
Stores are assigned to reports in Maintenance > Active Budget Control > Budget Maintenance.
Select a Year, Period, and Week.
Depending on your site configuration, budget amounts may need to be entered by Period.
Click Apply.
Entering amounts
Click inside a box in the Budget Amount $ column.
For each field listed, enter the dollar amount this store should budget.
Click Save.
Changing Budget Amounts
Follow the same steps above to change the Budget Amount. Click Save to apply changes.
Process Budget (Aggregation)
The Budget Report will always update (aggregate) every morning to account for any new or changed data over the past 3 days.
In the Budget Report page, checking the Process Budget checkbox before clicking Apply will re-aggregate the data and calculations for the Budget Report - to ensure that it displays the most up-to-date information for the selected date range. This will account for any changes made regarding new or changed:
Budget Entry amounts.
POS Data and POS Admin mapping.
ex. sales, labor, payments, discounts, etc.Orders, Invoices, Inventories.
ex. COGS, dates, quantities/counts, costs, etc.Budget Maintenance.
ex. structure, sections, fields, calculations.
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